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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,762 | $106,003+73.4% | $92,236+99.2% | $147,585+24.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.85% | 50.05%-37.2pp | 176.29%-163.4pp | 578.57%-565.7pp |
| Employer contribution / active EE | $14,595 | $4,333+236.8% | $3,679+296.7% | $4,876+199.3% |
| Participant deferral / active EE | $9,745 | $4,478+117.6% | $3,897+150.1% | $5,439+79.2% |
| Admin fee / account holder | $37 | $6,333-99.4% | $5,194-99.3% | $10,885-99.7% |